Client Portfolio Manager

Pro Talent; Eastleigh; On-site; GBP 35,000 - 50,000; Full time

Job summary

A prominent recruitment agency is searching for a Client Portfolio Manager to join a leading accountancy firm in Eastleigh. The role involves accounts production, client management, and audit responsibilities. Candidates must be ACA or ACCA qualified with a solid background in practice. This position offers a chance for professional growth and collaboration with a dynamic team.

Benefits

Free onsite parking

Qualifications

• Solid practice background required.
• Experience managing a mixed audit and accounts role preferred.
• Keen to progress in your career.

Responsibilities

• Producing accounts for limited companies.
• Managing a portfolio of clients.
• Conducting audit work from planning to completion.
• Assisting junior team members.
• Enhancing client relationships and identifying new opportunities.

Skills

Audit knowledge

Client management

Tax compliance

Accounts production

Education

ACA/ACCA Qualified

Job description

ProTalent are currently working with one of Eastleigh’s leading accountancy firms to recruit a new Client Portfolio Manager to join their successful team.

The firm:

• Leadingaccountancy firm in the area
• Enjoying consistent growth and increasing market share
• Impressive client base from a wide range of industries
• Great team of experts all working together to achieve great things
• Loads of free parking onsite!

The Client Portfolio Manager role:

• Accounts production for limited companies including groups and consolidated accounts
• Managing a portfolio of clients from a range of industries.
• Reviewing accounts produced my more junior members of the team
• Audit work from planning to completion for a wide range of clients
• Acting as an AuditSenior on site and assisting more junior members of the team
• Tax compliance
• Assisting clients with queries and working closely with Managers and Directorsto ensure highest levels of service
• Identifying opportunities to win new clients
• Attending new client meetings with the Director/Associate Director when required.

The successful applicant:

• ACA/ACCA Qualified
• Solid practice background
• Good audit knowledge and seeking a mixed audit and accounts role
• Keen to progress

Thank you for your interest.